Union Bancaire Privee’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$140K Sell
2,000
-2,230
-53% -$156K ﹤0.01% 390
2025
Q1
$360K Hold
4,230
0.01% 334
2024
Q4
$355K Buy
+4,230
New +$355K 0.01% 365